Agile CRM + Loyverse Integration

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Create Your Own Agile CRM & Loyverse Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Agile CRM
Triggers the automation when a new contact is created
Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
Deal is created in Agile CRM
Triggers the automation when a deal is created
Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
Task is created in Agile CRM
Triggers the automation when a new task is created
Event is created in Agile CRM
Triggers the automation when a new event is created
Case is created in Agile CRM
Triggers the automation when a new case is created
Customer is created/updated/deleted in Loyverse
Triggers the automation when a Customer is created/updated/deleted
Instant
Receipt is created or updated in Loyverse
Triggers the automation when a receipt is created or updated
Instant
Shift is created in Loyverse
Triggers the automation when a shift is created
Instant
Item inventory is updated in Loyverse
Triggers the automation when an item in the inventory is updated
Instant
Store is created or updated in Loyverse
Triggers the automation when a store is created or updated
Item is created/updated/deleted in Loyverse
Triggers the automation when an item is created or updated or deleted
Instant
Employee is created or updated in Loyverse
Triggers the automation when an engagement action is created or modified

Create contact in Agile CRM
Adds a new contact to the database
Update contact in Agile CRM
Updates contact information with new details
Add score to contact in Agile CRM
Assigns a score to a contact
Add tag to contact in Agile CRM
Assigns a tag to a contact
Create deal in Agile CRM
Generates a new deal with
Create task in Agile CRM
Creates a new task
Add note in Agile CRM
Adds a note to the selected item
Search contact in Agile CRM
Finds and retrieves contact information
Search company in Agile CRM
Finds information about a company
Create company in Agile CRM
Generates a new company profile with given details
Subscribe to campaign in Agile CRM
Subscribes to a campaign
Add event in Agile CRM
Schedule an event
Create a receipt in Loyverse
Creates a new workspace
Create customer in Loyverse
Adds a new customer to the database
Create a POS device in Loyverse
Creates a new point of sale (pos) device
Create an item in Loyverse
Creates a new item
Delete customer in Loyverse
Removes a customer from the database
Search customer in Loyverse
Locates and retrieves customer information
Update customer in Loyverse
Updates a customer's information

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You Can Also Connect Agile CRM or Loyverse With 1200+ Other Apps

Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.

See Agile CRM Integrations

Loyverse is a complete point-of-sale solution for small and medium-sized businesses. It offers multiple services like inventory management, employee management, customer engagement, and reporting to help manage all your business operations.

See Loyverse Integrations